Real Money

To help institutional and wealth clients oversee large, sophisticated
investment portfolios, Northern Trust has added peer universe
comparisons to the range of risk and performance information available
through...

To help institutional and wealth clients oversee large, sophisticated investment portfolios, Northern Trust has added peer universe comparisons to the range of risk and performance information available through Northern Trust Data Direct, which streams a variety of data into customizable Microsoft Excel® reports.

Increased flexibility within Data Direct allows clients to compare their performance with more than 75 universes in the Northern Trust Investment Risk & Analytical Services (IRAS) database, spanning Foundations and Endowments, Corporate Pensions, Public Funds and Wealth Management plans in North America. Clients can customize comparisons at the plan level or for different investment programs and accounts.

“The introduction of peer universe information to Data Direct aligns with our strategic goal of providing access to information that meets the analytical needs of institutional clients,” said Paul d’Ouville, Global Head of Product Management of Northern Trust. “The best information in the world is useless if clients cannot access it whenever, wherever and however they need it. Data Direct is a popular solution for clients that want to integrate Northern Trust’s analytical content within their own reporting structure. Within these reports, clients can access a breadth of information, including performance, risk- and return-based analysis, ex-post and ex-ante risk statistics, characteristics, attribution detail, and hedged currency analysis.”